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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
76
Landmark Wealth Management (New York)
New York
$2.43M +$155K +3,227 +7%
Truist Financial
77
Truist Financial
North Carolina
$2.4M +$46K +961 +2%
MG
78
Mather Group
Illinois
$2.38M +$175K +3,647 +8%
CSP
79
Cary Street Partners
Virginia
$2.33M +$172K +3,599 +8%
HSG
80
Helen Stephens Group
Texas
$2.19M +$265K +5,538 +14%
LCM
81
Liberty Capital Management
Michigan
$2.17M
Jane Street
82
Jane Street
New York
$2.11M +$520K +10,866 +32%
VP
83
Verisail Partners
Georgia
$2.08M +$19.6K +410 +0.9%
PAG
84
Private Advisor Group
New Jersey
$2M -$32.5K -678 -2%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M +$79.6K +1,662 +4%
PAS
86
Park Avenue Securities
New York
$1.92M +$6.7K +140 +0.3%
BMWS
87
Brady Martz Wealth Solutions
North Dakota
$1.9M +$1.19M +24,768 +162%
2L
88
25 LLC
Missouri
$1.87M -$71.5K -1,493 -4%
SC
89
Shearwater Capital
Colorado
$1.85M +$95.4K +1,992 +5%
SFP
90
SwitchPoint Financial Planning
Utah
$1.82M -$236K -4,921 -11%
HHWM
91
Hiley Hunt Wealth Management
Nebraska
$1.81M -$28.6K -597 -2%
US Bancorp
92
US Bancorp
Minnesota
$1.81M -$966K -20,172 -35%
OIA
93
OneDigital Investment Advisors
Kansas
$1.77M -$54.6K -1,141 -3%
PFM
94
Phillips Financial Management
Indiana
$1.75M -$29.4K -615 -2%
QHA
95
Quarry Hill Advisors
Minnesota
$1.72M +$250K +5,221 +17%
EWA
96
Elevate Wealth Advisory
Georgia
$1.64M -$325K -6,795 -16%
GVAG
97
Great Valley Advisor Group
Delaware
$1.58M +$16.5K +344 +1%
EC
98
Elequin Capital
New York
$1.58M +$1.59M +33,207 New
CWA
99
CogentBlue Wealth Advisors
Tennessee
$1.51M +$225K +4,692 +17%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.47M +$90.5K +1,889 +6%